--- title: "☕️ [Task Coins Giveaway] Daily Market Talk — Apple's Foldable iPhone Launches Tonight, Supply Already Short" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000890822.md" description: "Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se..." datetime: "2026-09-09T03:00:24.000Z" locales: - [en](https://longbridge.com/en/topics/100000000890822.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000890822.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000890822.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # ☕️ [Task Coins Giveaway] Daily Market Talk — Apple's Foldable iPhone Launches Tonight, Supply Already Short Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Separately, Qualcomm locked in a $60B AI chip deal with Amazon. Let's dig in 👇 **💬 A foldable iPhone priced above $2,000, shipping at just a few hundred units a day — can Apple's most ambitious launch in years survive its own supply chain?** ## 📊 Quick Recap — What Moved & Why ### 🇺🇸 US — Apple's Foldable iPhone Launches Tonight, Supply Already Short **🔑 Key Event:** $Apple(AAPL.US) holds its iPhone event tonight (1am SGT) — the first major launch under **new CEO John Ternus** — expected to **unveil a foldable iPhone priced above $2,000**. But daily output is reportedly just a few hundred units, far short of an 8-10M target, as Apple locks in a multi-year NAND deal with Kioxia. > @Dacai : While the Apple ecosystem has a strong moat and its services income remains robust, there are some concerns that higher component costs leading to higher prices will dampen sale numbers of the new models. **👀 Other to Watch** - $Qualcomm(QCOM.US) → **+3.17%** after locking in a deal worth up to $60B with Amazon for **custom AI inference chips** through 2036, with Amazon getting warrants on up to 25M Qualcomm shares. - $Corning(GLW.US) → **+7.56%** on a multi-year fiber supply deal with Verizon running through 2032. - $Intel(INTC.US) → **+9.05%**, leading chip-sector gains as its October price-hike plan continues to develop. - $SpaceX(SPCX.US) → **+3.73%**, pushing its market cap back above $2 trillion for the first time since early July. - $Meta Platforms(META.US) → launched **Muse**, a personal AI agent that can book appointments and handle errands, with free and paid tiers up to $100/month. ### 🇸🇬 Singapore — STI Falls Further **🔑 Key Event:** $FTSE Straits Times Index(STI.SG) closed at 5,767.45 Tuesday, then extended its slide this morning — down **-0.65%** to around 5,730 as of publish time (~11am SGT). **👀 Other to Watch** - The three local banks fell in step: $DBS(D05.SG) **-0.86%** to S$77.43, $OCBC Bank(O39.SG) **-1.20%** to S$31.32, $UOB(U11.SG) **-1.23%** to S$41.09. - SG REITs remain the sector most exposed to today's story: the 10-year Treasury yield's climb toward 5% raises borrowing costs and pressures valuations for rate-sensitive names. > @TheInvestingIguana : If you own REITs, your real benchmark was never the S&P 500 — it's the government bond yield. When the safe alternative gets more competitive, the hurdle for everything else rises with it, even if nothing about the company's fundamentals has changed. ### 🇭🇰 HK/China — Lenovo Rebounds After Tuesday's Crash **🔑 Key Event:** $LENOVO GROUP(00992.HK) rebounded about **+2%** this morning, clawing back part of Tuesday's convertible-bond-driven crash. **👀 Other to Watch** - $LONGSYS(09976.HK) → fell below its HK$236 IPO price on its trading debut, confirming Monday's weak grey-market signal. - $XIAOMI-W(01810.HK) → **-1.78%** today, extending its slide as **Huawei, Xiaomi and Apple all launch foldable phones this same week** (Sept 7-10); Xiaomi's "18 Fold," launched Monday, is reported to outspec Samsung's Galaxy Z Fold 8. ### 🌍 Other - 🇾🇪 Houthi forces struck Saudi Aramco facilities and a Saudi air base, wounding 73; the US said it destroyed 5 Iranian oil tankers. Brent rose to $98.61, and Goldman raised its Brent/WTI forecasts by $5. Copper hit a fresh record of $14,673/ton. - 🇨🇦 Trump signed orders banning Canadian alcohol, dairy and motorcycles, layering onto Canada's own C$27.6B retaliatory tariffs already in effect. - 🇯🇵 The Bank of Japan is reportedly considering raising rates to ~1.25% at its Sept 17-18 meeting, which would be its highest in about 31 years. ## 📅 Upcoming Key Events | **When (SGT)** | **What** | | ----------------------- | -------------------------------------------------------------------------------------------------------------------------------- | | **Tonight, Wed 9 Sept** | 🍎 **Apple's iPhone launch event, 1:00am SGT** | | **Thu 10 Sept** | TSMC August revenue; Oracle & Adobe earnings ~4-5am SGT Fri (after Thu's US close); 🇺🇸 PPI, jobless claims; 🇪🇺 ECB rate decision | | **Fri 11 Sept** | 🇺🇸 **US August CPI**, 8:30pm SGT, ahead of the Sept 16 Fed decision | 👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨ 🚫 No duplicates · ⏰ Deadline: Sept 9, 2026, 11:59 PM SGT Not investment advice, just market talk 🙏 ### Related Stocks - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [QCOM.US](https://longbridge.com/en/quote/QCOM.US.md) - [GLW.US](https://longbridge.com/en/quote/GLW.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [D05.SG](https://longbridge.com/en/quote/D05.SG.md) - [U11.SG](https://longbridge.com/en/quote/U11.SG.md) - [O39.SG](https://longbridge.com/en/quote/O39.SG.md) - [STI.SG](https://longbridge.com/en/quote/STI.SG.md) ## Comments (37) - **NewUser_zS0M8w · 2026-09-09T15:58:27.000Z**: Optoelectronics names "ran up" yesterday, I used the inverted commas because in reality, they have fallen a distance away from their all time highs. Swing trade momentum is still relatively high, as seen in the +/- 5% in these stocks. - **Rainwijaya · 2026-09-09T14:47:03.000Z**: It will be a funny thing for iphone to be foldable.. I am a user of iphone but prob wont touch the new one for the mean time 😬😬 still love my iphone 16! - **Dacai · 2026-09-09T13:15:56.000Z**: Higher oil prices are back which means more inflationary pressure. The US seems caught between a rock and a hard place as it faces challenges on multiple fronts - bring down Treasury yields to ease costs of borrowing, battle inflation and resolve the conflict in the Middle East. - **NewUser_oPJWOU · 2026-09-09T13:13:47.000Z**: As an Apple shareholder, I'm curious to see how the new foldable iPhones will affect (positively or negatively) their sales. Foldable phones are not uncommon and have been in the market for years, and despite the initial optimism for these types of smartphones, I personally do not think they ever li - **koolgal · 2026-09-09T10:00:41.000Z**: 🌟🌟🌟The USD 100 barrel of oil is back. This is in response to the latest tit for tat strikes and Houthi attacks on regional energy infrastructure.If you want to get into action, $Us Brent Oil(BNO.US)gives you direct exposure to skyrocketing oil prices. BNO holds near month futures contracts traded - **NewUser_Unm6i · 2026-09-09T09:24:19.000Z**: Qualcomm, Corning, Intel, SpaceX shares increases.Straits Times and Local Bank shares decreases. Lenovo Group shares rebounded. Long Sys and Xiaomi lowers. But for Bank of Japan to raise rates to 1.25%.Though there are high and low for companies, wonder on Bank of Japan’s raise rates will increases - **Jaces · 2026-09-09T08:50:54.000Z**: with the new iPhone launches, I dont think it will push the price of it share up much as it is more like a copy of Samsung. let's walk and see. - **0wMYbg · 2026-09-09T08:33:26.000Z**: Am actually excited to see how Apple’s new phone will perform :) if the performance of the phone is well integrated with Apple’s ecosystem, the price point will not be a problem for the wealthy consumers - **jayoen · 2026-09-09T07:08:10.000Z**: wow - **Valenxis · 2026-09-09T07:00:48.000Z**: Foldable iPhone..meh. Too slow to have this out now, when some other brands were selling them years ago. Nonetheless some Apple fans will still likely get them. Good for sales and AAPL. haha - **dingdongbell · 2026-09-09T06:44:03.000Z · 👍 1**: Looks like an ongoing rotation by the market as capital flows from the big defensive stalwarts of tech etc to the higher betas tech which to be fair looks good value. - **Tiffany lover · 2026-09-09T06:43:19.000Z · 👍 1**: Houthi forces attacked Saudi Aramco facilities and a Royal Saudi Air Force base, injuring 73 people, while the US stated it destroyed five Iranian oil tankers.Middle East tensions pushed Brent crude to $98.61, with Goldman Sachs raising its Brent/WTI crude forecast by $5.Airlines are hiking fuel sur - **LazyCat · 2026-09-09T06:31:11.000Z · 👍 1**: I'm not so sure if the productiom of only hundreds of sets of the foldable iPhone is a fact or a rumour, given a seasoned consumer product corporate like Apple, would they consider the possible issues for launch? - **Heroic Lifesaver · 2026-09-09T06:25:25.000Z · 👍 1**: Looks like a pretty textbook rotation from defensive tech and big caps back to high beta smaller cap techs as well as those clearly benefitting from the AI buildout. - **Ally · 2026-09-09T06:17:38.000Z · 👍 1**: I am excited for apples launch event tonight and have high expectations for the new CEO. But with their launch of the first foldable phone, my main concern is quality - **Fattycat · 2026-09-09T05:05:57.000Z · 👍 3**: Everyone talking about apple foldable iPhone. Anyone talk about coming CPI report ?Gold posted 3 consecutive losing sessions. Will it stage a comeback tomorrow before the Fed announces its decision? Anyone “long” gold? - **NewUser_hCn26 · 2026-09-09T04:58:12.000Z · 👍 1**: Limited launch supply for a $2,000+ foldable iPhone isn't a red flag—it’s just a standard ramp-up curve for cutting-edge hardware. Early constraints are completely manageable when targeting high-end buyers who value innovation and status over immediate availability.Apple’s world-class supply chain h - **Fattycat · 2026-09-09T04:55:33.000Z · 👍 4**: I love Apple smartphones but I am not a fan of the idea of a foldable iPhone😔. And frankly speaking I will never spend over US$2,000 on a phone like that! 🫣Let’s wait for the official news first… who knows, it might end up cheaper than we expect 🤣Meanwhile, the Hang Seng Tech Index has been under s - **optionspuppy · 2026-09-09T04:46:05.000Z · 👍 1**: I think Apple can overcome the supply challenges, even if production starts slowly. Apple has one of the strongest supply chains in the world and can gradually increase manufacturing capacity. A $2,000+ foldable iPhone will likely be a premium product at first, with limited supply supporting strong - **TheCollector · 2026-09-09T04:45:07.000Z · 👍 1**: anticipating an overwhelming reception of Apple's limited release of the foldable iPhone. die hard apple fans will be fighting over it. The majority of them are affluent. the premium pricing and controlled supply is why you can show off and feel good having one. --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**